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Tag: AI

AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments
Olivier Blanchard
Olivier Blanchard & Daniel Newman

AMD Q1 FY 2025 Financial Results Highlight AI-Led Growth Across Core Segments

Strong EPYC and Instinct Demand Drive 36% YoY Growth; Data Center Revenue Up 57%
Olivier Blanchard and Daniel Newman at Futurum break down AMD’s Q1 FY 2025 earnings, highlighting EPYC and Instinct-driven Data Center growth, record Ryzen ASPs, and how AI momentum is powering AMD’s performance despite China export curbs.
Scaling Smarter: Empowering Partners to Deploy AI with Ease - Six Five On the Road
Tiffani Bova
Tiffani Bova

Scaling Smarter: Empowering Partners to Deploy AI with Ease – Six Five On the Road

Kareem Yusuf, Ph.D. at IBM joins Tiffani Bova to discuss how IBM is enabling partners to deploy AI with ease, leveraging open ecosystems for innovation and growth.
MFD13: Juniper Showcases AI-Native Portfolio Innovations
Ron Westfall

MFD13: Juniper Showcases AI-Native Portfolio Innovations

Juniper Networks Ushers in a New Phase of AI-Native Innovation, Enhancing Client-to-Cloud Visibility and Advancing Self-Driving Network Operation
Futurum's Ron Westfall shares his insights on why Juniper Networks' AI-native platform enhancements set a high standard for end-to-end visibility and proactive management in the modern network ecosystem.
Oracle Database@Azure: The Genesis of Oracle’s Multi-Cloud Leadership
Ron Westfall

Oracle Database@Azure: The Genesis of Oracle’s Multi-Cloud Leadership

In our latest Research Brief, Oracle Database@Azure: The Genesis of Oracle’s Multi-Cloud Leadership, completed in partnership with Oracle, The Futurum Group explores how enterprises can simplify migration, reduce costs, and modernize operations while gaining a competitive edge in AI-driven application development.
Delivering on the AI Promise: Economic Realities, ROI, and the Path to Customer Value - Six Five On the Road
Daniel Newman

Delivering on the AI Promise: Economic Realities, ROI, and the Path to Customer Value – Six Five On the Road

Rob Thomas, SVP Software & Chief Commercial Officer at IBM, joins Daniel Newman to share his insights on transforming AI challenges into opportunities for value creation.
IBM Think 2025 - Watsonx Platform Fuels Agentic AI and Hybrid Cloud Value
Brad Shimmin
Nick Patience & Brad Shimmin

IBM Think 2025 – Watsonx Platform Fuels Agentic AI and Hybrid Cloud Value

Key Announcements Center on watsonx.orchestrate, watsonx.data, and Granite 4.0, as IBM Aims to Make AI Agents and Unstructured Data Pivotal for Enterprise Transformation
Nick Patience and Brad Shimmin, analysts at Futurum, share insights on IBM Think 2025, where IBM showcased advancements in its watsonx platform, focusing on IBM Agentic AI, unstructured data, and hybrid cloud to drive enterprise value.
Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion
Fernando Montenegro
Fernando Montenegro

Kyndryl Q4 FY 2025 Earnings Show Growth, Margin Expansion

Transformation Initiatives Drive Profitability as Company Posts Revenue Growth
Fernando Montenegro, VP and Practice Lead at Futurum, reviews Kyndryl's Q4 FY2025 earnings. Key highlights: Constant-currency growth, notable rise in pretax income, how 'three-A' initiatives drive results, and strategic tailwinds.
Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum
Olivier Blanchard
Olivier Blanchard

Lattice Delivers Q1 FY 2025 Results With Record Design Win Momentum

Q1 FY 2025 Results Reflect Resilience in Gross Margin and Record Design Wins in AI, Robotics, and Automotive as New Products Scale
Olivier Blanchard, Research Director at Futurum, examines Lattice’s Q1 FY 2025 earnings, highlighting record design wins across AI, robotics, and automotive, and how new products are paving the way for growth in FY 2026.
Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Q2 FY 2025 Earnings: YoY QCT Revenue Growth Momentum Continues

Automotive, PC, and IOT Drive Encouraging YoY Revenue Growth as Qualcomm’s Diversification Strategy Expands
Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s record Q1 FY 2025 earnings, highlighting strong YoY growth AI-driven IoT and automotive.
Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth - Market Coverage-Earnings
Keith Kirkpatrick & Daniel Newman

Microsoft Q3 FY 2025 Earnings Beat on Strong Cloud and AI Services Growth

Azure Grew 33% YoY, Adding 16 Points From AI Services; The Operating Margin Expanded by 100 bps
Keith Kirkpatrick and Daniel Newman of The Futurum Group analyze Microsoft’s Q3 FY 2025 results, with Azure growth, expanding AI workloads, and broad enterprise traction driving stronger-than-expected performance across segments.
Cisco: Reimagining Security for the AI Era - Six Five On The Road
Daniel Newman

Cisco: Reimagining Security for the AI Era – Six Five On The Road

Jeetu Patel, EVP & Chief Product Officer at Cisco, joins Daniel Newman and Patrick Moorhead to discuss the complexities of securing AI and Cisco’s innovative strategies in this field.
RSAC 2025 Cisco Raises the AI Security Stakes
Ron Westfall

RSAC 2025: Cisco Raises the AI Security Stakes

Cisco Raises the AI Security Stakes with New Agentic AI Portfolio Innovations and Partnership Updates
The Futurum Group’s Ron Westfall shares his insights on why Cisco’s new XDR and Splunk security enhancements can transform organizational security service delivery using a network-centric, open XDR framework, prioritizing clarity and decisiveness.
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